Ownership history in SHEETS SMITH WEALTH MANAGEMENT · 81 quarters on record
This page tracks every 13F SEC filing in which SHEETS SMITH WEALTH MANAGEMENT reported a position in INTUIT COM Common (INTU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 15,834 | -25 | -0.2% | 1.15% | $10.5M | $661.20 |
| 2025 Q3 | REDUCED | 15,859 | -100 | -0.6% | 1.23% | $10.8M | $680.41 |
| 2025 Q2 | ADDED | 15,959 | +19 | +0.1% | 1.47% | $12.6M | $783.69 |
| 2025 Q1 | REDUCED | 15,940 | -7 | -0.0% | 1.22% | $9.8M | $609.85 |
As of 2025 Q4 — sorted by position size